In this episode, the guys welcome back Michael Zakkour, Founder and Chief Strategist of 5 New Digital. They discuss how the demands of the COVID-19 pandemic have spurred a leap forward in ecommerce and new retail in both China and the US, and which firms are positioned to benefit. James and Elliott also look at Meituan’s earnings, as well as recent short-report allegations of iQiyi.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

Tencent
Alibaba
Baidu
iQiyi
Xiaomi
JD
Pinduoduo
Meituan-Dianping
Luckin Coffee

Guest:

Michael Zakkour – @michaelzakkour

Hosts:

Elliott Zaagman– @elliottzaagman
James Hull– @jameshullx

Editor

Peter Isachenko

Podcast information:

iTunes
Spotify
RSS Feed
Music: “Hey Ho” by Steve Jackson, Royalty Free Music

53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour